AWC
Adamsbrown Wealth Consultants’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
36,567
-202
| -0.5% | -$5.67K | 0.3% | 35 |
|
|
2025
Q1 | $963K | Buy |
36,769
+196
| +0.5% | +$5.14K | 0.3% | 35 |
|
|
2024
Q4 | $1.01M | Buy |
36,573
+24,330
| +199% | +$674K | 0.35% | 33 |
|
|
2024
Q3 | $1.02M | Sell |
12,243
-2,957
| -19% | -$246K | 0.35% | 29 |
|
|
2024
Q2 | $1.18M | Sell |
15,200
-606
| -4% | -$47.2K | 0.46% | 25 |
|
|
2024
Q1 | $1.29M | Sell |
15,806
-690
| -4% | -$56.2K | 0.52% | 22 |
|
|
2023
Q4 | $1.24M | Sell |
16,496
-2,041
| -11% | -$154K | 0.54% | 21 |
|
|
2023
Q3 | $1.25M | Sell |
18,537
-3,566
| -16% | -$241K | 0.62% | 22 |
|
|
2023
Q2 | $1.57M | Sell |
22,103
-4,519
| -17% | -$321K | 0.83% | 21 |
|
|
2023
Q1 | $1.81M | Buy |
26,622
+340
| +1% | +$23.1K | 1.04% | 18 |
|
|
2022
Q4 | $1.72M | Sell |
26,282
-8,608
| -25% | -$565K | 1.05% | 18 |
|
|
2022
Q3 | $2.11M | Sell |
34,890
-83,343
| -70% | -$5.05M | 1.61% | 14 |
|
|
2022
Q2 | $7.42M | Sell |
118,233
-3,559
| -3% | -$223K | 5.84% | 6 |
|
|
2022
Q1 | $9.24M | Buy |
121,792
+5,227
| +4% | +$397K | 7.32% | 3 |
|
|
2021
Q4 | $9.38M | Buy |
+116,565
| New | +$9.38M | 8.45% | 3 |
|